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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,378 | $86,298+14.0% | $111,308-11.6% | $85,847+14.6% |
| Participation rate | 34.0% | 73.3%-39.4pp | 77.3%-43.4pp | 69.3%-35.4pp |
| Annual return | 20.86% | 19.99%+0.9pp | 54.67%-33.8pp | 318.61%-297.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $3,641-75.4% | $4,487-80.0% | $3,952-77.3% |
| Admin fee / account holder | $2,104 | $8,189-74.3% | $7,965-73.6% | $6,261-66.4% |